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Hardware's back: AI supercharges server, PC and memory sales - SiliconANGLE

Hardware's back: AI supercharges server, PC and memory sales - SiliconANGLE

Raccontata dabenzinga.commorningstar.comchannelnewsasia.comsiliconangle.comeconomictimes.indiatimes.comthenextweb.comzerohedge.comqz.comcnbc.com

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6 prospettive sulla stessa storia
AI · summaries
siliconangle.comStai leggendo20 h fa

Hardware's back: AI supercharges server, PC and memory sales - SiliconANGLE

Hardware's back: AI supercharges server, PC and memory sales - SiliconANGLE

originale
thenextweb.com1 g fa

Dell rallies on Nvidia-powered AI server demand as it lifts its forecast

Dell shares jumped after record Q1 results and a raised full-year forecast, as a $51.3bn AI server backlog signals Nvidia-kit demand is still climbing.

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channelnewsasia.com1 g fa

Dell lifts forecasts as AI data center buildout fuels demand, shares soar

May 28 : Dell boosted its annual revenue and profit expectations on Thursday, showing data center expansion by clients is fueling demand for its AI-optimized servers that are powered by Nvidia's advanced chips.Shares of…

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economictimes.indiatimes.com1 g fa

Dell raises annual forecasts as AI data center buildout fuels demand - The Economic Times

US tech giants including Alphabet and Amazon plan to spend over $700 billion on AI infrastructure ‌this year, ⁠which would ⁠drive up demand for server and data center equipment from suppliers such ​as Dell and Super…

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benzinga.com1 g fa

Dell Executive Confident Amid Memory Crunch As AI Boom Strains Supply: 'This Is What We Do. Never Run Out

Dell said AI demand remains strong, but shortages in chips and other components are limiting growth despite strong earnings and guidance.

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morningstar.com12 h fa

Tech Up After Dell Earnings — Tech Roundup

Shares of technology companies rose after Dell's earnings added fuel to the artificial-intelligence boom.

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Timeline cronologica

  1. martedì 26 maggio 2026·benzinga.com

    Dell Shares Hit New 52-Week High As AI Push And Analyst Upgrades Fuel Rally - Dell Technologies (NYSE:DEL

    Dell stock rises ahead of earnings as AI demand, analyst upgrades, and new product launches boost optimism.

  2. mercoledì 27 maggio 2026·morningstar.com

    Tech Down as AI Euphoria Cools - Tech Roundup

    Shares of technology companies gave back some of their recent gains as artificial-intelligence euphoria cooled.

  3. giovedì 28 maggio 2026·channelnewsasia.com

    Dell raises annual forecasts as AI data center buildout fuels demand

    May 28 : Dell boosted its annual revenue and profit expectations on Thursday, showing data center expansion by clients is fueling demand for its AI-optimized servers that are…

  4. giovedì 28 maggio 2026·channelnewsasia.com

    Dell lifts forecasts as AI data center buildout fuels demand, shares soar

    May 28 : Dell boosted its annual revenue and profit expectations on Thursday, showing data center expansion by clients is fueling demand for its AI-optimized servers that are…

  5. venerdì 29 maggio 2026·siliconangle.com

    AI server demand drives staggering revenue growth for Dell and its stock soars - SiliconANGLE

    AI server demand drives staggering revenue growth for Dell and its stock soars - SiliconANGLE

  6. venerdì 29 maggio 2026·economictimes.indiatimes.com

    Dell raises annual forecasts as AI data center buildout fuels demand - The Economic Times

    US tech giants including Alphabet and Amazon plan to spend over $700 billion on AI infrastructure ‌this year, ⁠which would ⁠drive up demand for server and data center equipment…

  7. venerdì 29 maggio 2026·benzinga.com

    Dell Executive Confident Amid Memory Crunch As AI Boom Strains Supply: 'This Is What We Do. Never Run Out

    Dell said AI demand remains strong, but shortages in chips and other components are limiting growth despite strong earnings and guidance.

  8. venerdì 29 maggio 2026·thenextweb.com

    Dell rallies on Nvidia-powered AI server demand as it lifts its forecast

    Dell shares jumped after record Q1 results and a raised full-year forecast, as a $51.3bn AI server backlog signals Nvidia-kit demand is still climbing.

  9. venerdì 29 maggio 2026·channelnewsasia.com

    Dell shares soar 33% as AI server demand, price hikes power stellar quarter

    May 29 : Dell's shares surged 33 per cent on Friday as the PC maker's blockbuster results showed that its growing focus on AI servers was helping it capitalize on the data center…

  10. venerdì 29 maggio 2026·channelnewsasia.com

    Dell shares soar 30% as AI server demand, price hikes power stellar quarter

    May 29 : Dell's shares surged 30 per cent on Friday, as the PC maker's blockbuster results showed that its growing focus on AI servers was helping it capitalize on the data center…

  11. venerdì 29 maggio 2026·channelnewsasia.com

    Dell rallies about 40% on strong Nvidia‑powered AI server demand

    May 29 : Shares of Dell Technologies soared nearly 40 per cent in premarket trading on Friday, after robust demand for its Nvidia-powered AI servers prompted the company to raise…

  12. venerdì 29 maggio 2026·benzinga.com

    Companies Buying AI Servers Like It's 2020 Toilet Paper? Dell Exec Just Revealed How Wild The Rush Has Be

    If Dell's latest earnings call is any indication, companies are treating AI servers like toilet paper in 2020 — securing supply before it runs out.

  13. venerdì 29 maggio 2026·economictimes.indiatimes.com

    Dell rallies about 40% on strong Nvidia‑powered AI server demand - The Economic Times

    The AI server and enterprise infrastructure supplier is set to add more than $81 billion in market value ‌at the ⁠current share ⁠price of $442.70, if gains hold.

  14. venerdì 29 maggio 2026·zerohedge.com

    "Significantly Exceeding Expectations": Dell Erupts 40% After AI-Fueled Beat, Outlook Hike

    "There's absolutely nothing to complain about w/huge upside and a big guidance hike..."

  15. venerdì 29 maggio 2026·qz.com

    Dell Q1 FY2027 earnings beat on AI server revenue surge

    The company booked $24.4 billion in AI orders and raised its full-year AI server revenue forecast to $60 billion, up from $50 billion

  16. venerdì 29 maggio 2026·economictimes.indiatimes.com

    Dell stock skyrockets on AI demand: Can Dell become the next AI infrastructure giant as Wall Street rushes into Dell shares?

    Dell Technologies shares jumped nearly 40% after AI server demand exploded, shocking Wall Street. The Dell stock rally came as AI server boom pushed revenue outlook to about $167…

  17. venerdì 29 maggio 2026·cnbc.com

    Dell stock skyrockets 32%, heads for best day ever as AI server revenue soars

    Dell reported its fastest pace of revenue growth since returning to the public market in 2018, with AI server revenue soaring 757% over last year.

  18. venerdì 29 maggio 2026·siliconangle.com

    Hardware's back: AI supercharges server, PC and memory sales - SiliconANGLE

    Hardware's back: AI supercharges server, PC and memory sales - SiliconANGLE

  19. venerdì 29 maggio 2026·morningstar.com

    Tech Up After Dell Earnings — Tech Roundup

    Shares of technology companies rose after Dell's earnings added fuel to the artificial-intelligence boom.